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Technology

Offshore Investment

iPad and iPhone app for European advisers

J.P. Morgan Asset Management has launched an iPad and iPhone application for European advisers and asset managers that gives fund information in a choice of six languages.

clock 17 November 2011 •

Technology

Tech review: When cheaper doesn't mean worse

This week Mark Loosmore of AT8 Group looks under the bonnet of Assureweb and finds a portal beginning to find its feet in the wider market.

clock 17 November 2011 •

Software

Aussie tech giant launches in UK with Sesame link-up

Australian software giant IRESS has launched in the UK by securing a long-term deal to provide front and back-office technology solutions to Sesame Bankhall Group.

clock 14 November 2011 •

uncategorised

James Hay adds 7IM to iSIPP

James Hay Partnership's online SIPP now offers discretionary fund management (DFM) through Seven Investment Management (7IM).

clock 24 October 2011 •

Technology

LifeQuote releases decision in principle tool

LifeQuote has developed a decision in principle tool for the protection market to assist advisers with the process of placing difficult lives with insurers.

clock 18 October 2011 •

Technology

Tech review: How Sesame Bankhall keeps up to date with T&C

This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.

clock 13 October 2011 •

Investment

Glitch hits Scottish Widows pension customers

Some of provider Scottish Widows pension customers have been affected after a technical glitch hit its investment rebalancing system.

clock 12 October 2011 •

Insurer

Provider systems must support clients post sale - advisers

Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.

clock 04 October 2011 •

Wrap/platforms

How does your wrap or platform rate?

Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.

clock 29 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •
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